☆Arjuna Capital
Quality Q
0.352
AUM ($M)
444
Positions
113
Turnover
0.13
Top-10 wt
45%
Herfindahl
0.030
History (qtrs)
6
Excess Return
—
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Holdings · 124 positions · portfolio value $444M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SGOV funds › | ISHARES TR | TRIM | — | 8.5% | -1.7% | 37.9 | 376,010 | -23,687 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 7.1% | -0.2% | 31.5 | 109,019 | -3,855 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 6.6% | -0.2% | 29.3 | 81,901 | -11,148 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 6.5% | -0.1% | 29.1 | 145,270 | -4,751 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 4.2% | -0.6% | 18.6 | 49,857 | -493 | 5 | — |
| ☆SPTI funds › | SPDR SERIES TRUST | TRIM | — | 2.9% | -0.5% | 13.0 | 457,273 | -7,201 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.7% | +0.0% | 11.8 | 49,441 | +113 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 2.4% | +0.2% | 10.9 | 28,778 | +811 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 2.0% | +1.3% | 8.9 | 7,704 | -163 | 3 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.0% | -0.5% | 8.9 | 27,037 | -5,664 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 1.7% | +0.4% | 7.5 | 63,447 | +631 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 1.6% | +0.8% | 7.2 | 9,933 | +179 | 5 | — |
| ☆GSK funds › | GSK PLC | ADD | — | 1.6% | -0.1% | 7.1 | 135,511 | +12,309 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 1.5% | -0.1% | 6.8 | 19,316 | -63 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 1.4% | +0.9% | 6.3 | 45,029 | -3,128 | 3 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 1.3% | -0.0% | 5.6 | 17,029 | -531 | 5 | — |
| ☆LEA funds › | LEAR CORP | ADD | — | 1.3% | -0.0% | 5.6 | 41,669 | +243 | 4 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 1.2% | +0.2% | 5.3 | 4,447 | -39 | 5 | — |
| ☆MFC funds › | MANULIFE FINL CORP | TRIM | — | 1.1% | -0.0% | 5.0 | 122,777 | -7,439 | 4 | — |
| ☆AMAL funds › | AMALGAMATED FINANCIAL CORP | ADD | — | 1.1% | +0.1% | 4.9 | 106,296 | +5,825 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | ADD | — | 1.1% | +0.3% | 4.8 | 17,871 | +5,473 | 5 | — |
| ☆NVS funds › | NOVARTIS AG | ADD | — | 1.0% | -0.0% | 4.5 | 28,989 | +1,980 | 5 | — |
| ☆KR funds › | KROGER CO | TRIM | — | 1.0% | -0.5% | 4.5 | 81,501 | -1,222 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 1.0% | +0.1% | 4.5 | 20,145 | +4,269 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | ADD | — | 1.0% | +0.6% | 4.5 | 10,371 | +933 | 3 | — |
| ☆STT funds › | STATE STR CORP | TRIM | — | 0.9% | +0.1% | 4.1 | 24,332 | -1,435 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | TRIM | — | 0.9% | -0.3% | 4.1 | 5,374 | -104 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | ADD | — | 0.9% | +0.6% | 4.0 | 44,110 | +30,213 | 2 | — |
| ☆APH funds › | AMPHENOL CORP | ADD | — | 0.9% | +0.2% | 4.0 | 22,928 | +262 | 5 | — |
| ☆BEPC funds › | BROOKFIELD RENEWABLE CORP | TRIM | — | 0.9% | -0.2% | 4.0 | 108,741 | -819 | 5 | — |
| ☆EXPD funds › | EXPEDITORS INTL WASH INC | TRIM | — | 0.9% | -0.0% | 4.0 | 24,438 | -315 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.9% | -0.2% | 3.9 | 25,763 | -575 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.9% | -0.0% | 3.9 | 11,238 | -185 | 5 | — |
| ☆HST funds › | HOST HOTELS & RESORTS INC | NEW | — | 0.9% | +0.9% | 3.8 | 161,555 | +161,555 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.9% | +0.9% | 3.8 | 6,508 | +6,508 | 1 | — |
| ☆DCI funds › | DONALDSON INC | TRIM | — | 0.8% | -0.1% | 3.7 | 41,176 | -424 | 3 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | ADD | — | 0.8% | +0.7% | 3.5 | 8,123 | +6,677 | 2 | — |
| ☆MET funds › | METLIFE INC | TRIM | — | 0.8% | -0.3% | 3.5 | 41,152 | -21,178 | 5 | — |
| ☆JBL funds › | JABIL INC | TRIM | — | 0.8% | +0.2% | 3.4 | 8,905 | -36 | 4 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.8% | -0.2% | 3.4 | 3,584 | +1 | 5 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | TRIM | — | 0.7% | +0.0% | 3.3 | 22,924 | -309 | 5 | — |
| ☆SYY funds › | SYSCO CORP | ADD | — | 0.7% | +0.4% | 3.2 | 38,061 | +21,188 | 5 | — |
| ☆RS funds › | RELIANCE INC | TRIM | — | 0.7% | +0.0% | 3.2 | 8,489 | -172 | 3 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.7% | -0.1% | 3.2 | 6,167 | -101 | 5 | — |
| ☆MSM funds › | MSC INDL DIRECT INC | TRIM | — | 0.7% | -0.2% | 3.1 | 25,688 | -11,284 | 4 | — |
| ☆FAST funds › | FASTENAL CO | ADD | — | 0.7% | +0.0% | 2.9 | 61,153 | +6,971 | 4 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.6% | +0.3% | 2.7 | 7,961 | -140 | 4 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.6% | -0.1% | 2.5 | 11,280 | -495 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.5% | -0.0% | 2.4 | 7,168 | -127 | 5 | — |
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | ADD | — | 0.5% | +0.0% | 2.4 | 18,118 | +643 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | TRIM | — | 0.5% | -0.0% | 2.4 | 10,062 | -208 | 5 | — |
| ☆HUBB funds › | HUBBELL INC | TRIM | — | 0.5% | -0.0% | 2.4 | 4,559 | -30 | 3 | — |
| ☆BWA funds › | BORGWARNER INC | ADD | — | 0.5% | +0.0% | 2.4 | 35,518 | +559 | 4 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.5% | +0.0% | 2.3 | 16,691 | -252 | 5 | — |
| ☆NUE funds › | NUCOR CORP | TRIM | — | 0.5% | +0.1% | 2.3 | 10,443 | -383 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.5% | -0.2% | 2.2 | 6,166 | -1,723 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.5% | +0.1% | 2.2 | 20,962 | -471 | 4 | — |
| ☆COR funds › | CENCORA INC | ADD | — | 0.5% | +0.1% | 2.2 | 7,660 | +2,835 | 5 | — |
| ☆PCAR funds › | PACCAR INC | ADD | — | 0.5% | -0.0% | 2.1 | 17,563 | +467 | 3 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.5% | -0.2% | 2.1 | 49,373 | -1,123 | 5 | — |
| ☆DMXF funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 2.1 | 24,261 | -6,817 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.4% | -0.3% | 1.9 | 6,604 | -4,910 | 5 | — |
| ☆CUSIP:920253101 funds › | VALMONT INDS INC | TRIM | — | 0.4% | -0.3% | 1.8 | 3,106 | -4,102 | 5 | — |
| ☆DGX funds › | QUEST DIAGNOSTICS INC | TRIM | — | 0.4% | -0.0% | 1.8 | 8,298 | -31 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.4% | +0.4% | 1.8 | 5,893 | +5,893 | 1 | — |
| ☆LECO funds › | LINCOLN ELEC HLDGS INC | TRIM | — | 0.4% | -0.0% | 1.8 | 6,608 | -74 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.4% | -0.1% | 1.7 | 18,922 | -431 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.4% | -0.4% | 1.7 | 3,439 | -2,771 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.4% | +0.1% | 1.7 | 9,311 | -406 | 3 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.4% | +0.4% | 1.7 | 8,069 | +8,069 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.4% | +0.4% | 1.7 | 4,012 | +4,012 | 1 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | NEW | — | 0.4% | +0.4% | 1.6 | 9,267 | +9,267 | 1 | — |
| ☆PLD funds › | PROLOGIS INC. | NEW | — | 0.4% | +0.4% | 1.6 | 11,605 | +11,605 | 1 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | NEW | — | 0.3% | +0.3% | 1.5 | 10,226 | +10,226 | 1 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 0.3% | +0.0% | 1.5 | 3,102 | -33 | 4 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.3% | -0.1% | 1.5 | 9,977 | -208 | 5 | — |
| ☆SNY funds › | SANOFI SA | TRIM | — | 0.3% | -0.4% | 1.4 | 33,241 | -23,787 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.3% | -0.0% | 1.4 | 7,954 | +7,646 | 5 | — |
| ☆CUSIP:130788102 funds › | CALIFORNIA WTR SVC GROUP | TRIM | — | 0.3% | -0.0% | 1.4 | 28,258 | -380 | 5 | — |
| ☆NTRS funds › | NORTHERN TR CORP | TRIM | — | 0.3% | +0.0% | 1.4 | 7,773 | -127 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | NEW | — | 0.3% | +0.3% | 1.4 | 55,026 | +55,026 | 1 | — |
| ☆FDX funds › | FEDEX CORP | NEW | — | 0.3% | +0.3% | 1.2 | 3,926 | +3,926 | 1 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.3% | -0.0% | 1.2 | 12,201 | -579 | 5 | — |
| ☆UNFI funds › | UNITED NAT FOODS INC | ADD | — | 0.3% | +0.0% | 1.2 | 25,690 | +4,655 | 3 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.3% | -0.0% | 1.2 | 7,954 | -183 | 5 | — |
| ☆SFM funds › | SPROUTS FMRS MKT INC | TRIM | — | 0.3% | -0.0% | 1.1 | 13,165 | -126 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.2% | -0.7% | 1.1 | 15,286 | -21,729 | 5 | — |
| ☆FITB funds › | FIFTH THIRD BANCORP | TRIM | — | 0.2% | +0.0% | 1.1 | 19,237 | -15 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTERNATION | TRIM | — | 0.2% | -0.0% | 0.9 | 6,190 | -30 | 5 | — |
| ☆TILE funds › | INTERFACE INC | TRIM | — | 0.2% | +0.0% | 0.8 | 23,313 | -264 | 5 | — |
| ☆WSM funds › | WILLIAMS SONOMA INC | TRIM | — | 0.2% | +0.0% | 0.8 | 3,273 | -249 | 5 | — |
| ☆DOC funds › | HEALTHPEAK PROPERTIES INC | TRIM | — | 0.2% | +0.0% | 0.7 | 33,614 | -301 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 0.7 | 1,962 | -44 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.1% | +0.0% | 0.6 | 847 | +0 | 2 | — |
| ☆GAP funds › | GAP INC | TRIM | — | 0.1% | -0.1% | 0.6 | 32,433 | -9,539 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | ADD | — | 0.1% | -0.0% | 0.4 | 1,188 | +7 | 2 | — |
| ☆CNC funds › | CENTENE CORP DEL | NEW | — | 0.1% | +0.1% | 0.4 | 5,889 | +5,889 | 1 | — |
| ☆TAK funds › | TAKEDA PHARMACEUTICAL CO LTD | TRIM | — | 0.1% | -0.2% | 0.4 | 22,577 | -39,618 | 5 | — |
| ☆WAB funds › | WABTEC | NEW | — | 0.1% | +0.1% | 0.4 | 1,342 | +1,342 | 1 | — |
| ☆CSX funds › | CSX CORP | TRIM | — | 0.1% | -0.1% | 0.4 | 7,604 | -10,811 | 3 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | TRIM | — | 0.1% | -0.2% | 0.3 | 905 | -2,737 | 5 | — |
| ☆OEF funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 880 | +0 | 2 | — |
| ☆UL funds › | UNILEVER PLC | TRIM | — | 0.1% | -0.0% | 0.3 | 4,845 | -1 | 3 | — |
| ☆FDXF funds › | FEDEX FGHT HLDG CO INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,868 | +1,868 | 1 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | HOLD | — | 0.1% | +0.0% | 0.3 | 375 | +0 | 2 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | HOLD | — | 0.1% | -0.0% | 0.2 | 1,028 | +0 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.2 | 1,722 | +1,291 | 5 | — |
| ☆CTSH funds › | COGNIZANT TECHNOLOGY SOLUTIO | TRIM | — | 0.0% | -0.3% | 0.2 | 5,208 | -15,794 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 544 | +544 | 1 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 640 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 223 | +0 | 5 | — |
| ☆EFA funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 430 | +0 | 2 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.0 | 17 | +17 | 1 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -5,498 | 0 | — |
| ☆A funds › | AGILENT TECHNOLOGIES INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -10,015 | 0 | — |
| ☆VNO funds › | VORNADO RLTY TR | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -67,703 | 0 | — |
| ☆UTHR funds › | UNITED THERAPEUTICS CORP DEL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -662 | 0 | — |
| ☆BBY funds › | BEST BUY INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -21,540 | 0 | — |
| ☆TIGO funds › | MILLICOM INTL CELLULAR S A | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,289 | 0 | — |
| ☆VOYA funds › | VOYA FINANCIAL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -19,967 | 0 | — |
| ☆PNR funds › | PENTAIR PLC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -13,654 | 0 | — |
| ☆REGN funds › | REGENERON PHARMACEUTICALS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -457 | 0 | — |
| ☆CBRE funds › | CBRE GROUP INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -9,750 | 0 | — |
| ☆CUSIP:81211K100 funds › | SEALED AIR CORP NEW | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -18,816 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 444 | 113 | 0.13 | 45% | 0.030 | 0.351 | — | in |
| 2026Q1 | 393 | 109 | 0.06 | 48% | 0.034 | 0.520 | — | in |
| 2025Q4 | 408 | 108 | 0.13 | 51% | 0.039 | 0.367 | — | in |
| 2025Q3 | 402 | 106 | 0.14 | 51% | 0.040 | 0.337 | — | in |
| 2025Q2 | 379 | 117 | 0.08 | 50% | 0.042 | 0.492 | — | entered |
| 2025Q1 | 361 | 113 | 0.00 | 47% | 0.038 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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